Ileana Sodani believes there is more to being a ‘digital adviser' than a snazzy website. Clients are willing to pay for the multi-channel experience, she writes
To adapt to changes in regulation and consumer attitudes, successful advisers must face an interesting conundrum: be both forward looking and ready to adapt, while retaining the traditional requirements of customer focus and lasting relationships. Nowhere is this shift more apparent than in the ‘shop window': an adviser's website. However, a slick, professional web presence is no longer the ultimate sign of a progressive adviser. Instead it's a minimum expectation. A recent survey of 1,000 of the UK's wealthy population, Pershing's Digital Horizons, found that clients of all ages w...
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